Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-533
Closed -$5.39K 1341
2025
Q4
$5.39K Buy
533
+213
+67% +$2.02K ﹤0.01% 791
2025
Q3
$2.87K Sell
320
-200
-38% -$1.93K ﹤0.01% 869
2025
Q2
$5.39K Buy
+520
New +$5.49K ﹤0.01% 898
2024
Q2
Sell
-1,011
Closed -$8.58K 697
2024
Q1
$8.58K Buy
1,011
+396
+64% +$3.31K ﹤0.01% 514
2023
Q4
$5.06K Hold
615
﹤0.01% 503
2023
Q3
$5.12K Hold
615
﹤0.01% 522
2023
Q2
$5.15K Hold
615
﹤0.01% 507
2023
Q1
$5.01K Hold
615
﹤0.01% 568
2022
Q4
$4.92K Buy
+615
New +$4.18K ﹤0.01% 622

Other funds holding HLN